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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,293 | $72,607+12.0% | $90,259-9.9% | $87,485-7.1% |
| Participation rate | 26.7% | 64.8%-38.1pp | 70.7%-44.1pp | 68.9%-42.3pp |
| Annual return | 23.85% | 18.59%+5.3pp | 18.88%+5.0pp | 26.06%-2.2pp |
| Employer contribution / active EE | $1,186 | $1,919-38.2% | $2,291-48.2% | $2,596-54.3% |
| Participant deferral / active EE | $3,804 | $3,055+24.5% | $3,827-0.6% | $4,274-11.0% |
| Admin fee / account holder | $445 | $5,947-92.5% | $7,267-93.9% | $7,775-94.3% |